Intel under pressure to explore strategic options amid chip industry challenges

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Comments

  • Reply 21 of 24
    blastdoorblastdoor Posts: 3,217member
    Last time Intel was doing ANYTHING was under Andy Grove.
    The Core tick/tock strategy wasn’t under Grove yet that’s what drew apple to intel.


  • Reply 22 of 24
    blastdoorblastdoor Posts: 3,217member
    Intel has tremendous assets. Comparing intel now to apple 1996, intel is in a vastly stronger position. But can intel management mobilize those assets to recover from their previous missteps? That’s the key. There such a big difference between good and bad management.
  • Reply 23 of 24
    JWSCJWSC Posts: 1,203member
    karmadave said:
    In spite of Intel's recent challenges (many self-inflicted), for a Hedge Fund CEO to call for 'to boost its position as a provider of chips for computers and data centers' seems like an empty statement. Intel already controls 90%+ of these markets and it seems when you have a commanding position you seek to diversify into other segments. GPU's would seem to be the most likely. Apple is to be applauded for the M1, however Apple's Mac sales account for a relatively small slice of the desktop/laptop market and 0.0% of the datacenter compute market. Thanks for the advice though  ;)
    There’s a trick here, which is to see not what is happening today (which you highlighted), but to understand what will happen tomorrow.  The industry disruption is here, and Intel will not be spared from it.  For Intel to continue down the same path it has been on would be to act as a deer in the headlights on an oncoming car.  Intel must either respond decisively or prepare to see it’s markets collapse with breathtaking speed.
  • Reply 24 of 24
    geekmeegeekmee Posts: 629member
    “…And another one bites the dust!”
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